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Wheelhouse Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Wheelhouse Advisory Group’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
33,649
+4,332
+15% +$318K 0.7% 16
2026
Q1 		$2.16M Buy
29,317
+1,540
+6% +$114K 0.72% 17
2025
Q4 		$2.06M Buy
27,777
+9,059
+48% +$674K 0.78% 16
2025
Q3 		$1.39M Buy
18,718
+3,333
+22% +$245K 0.6% 17
2025
Q2 		$1.13M Buy
15,385
+3,633
+31% +$264K 0.56% 18
2025
Q1 		$863K Buy
11,752
+854
+8% +$62K 0.49% 18
2024
Q4 		$784K Buy
10,898
+4,484
+70% +$328K 0.47% 22
2024
Q3 		$482K Buy
6,414
+2,373
+59% +$176K 0.31% 30
2024
Q2 		$290K Buy
+4,041
New +$289K 0.2% 35

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wheelhouse Advisory Group's BND Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, buying an estimated $318K and bringing the position to 33,649 shares worth $2.47M. The position accounts for 0.7% of the portfolio, ranked #16.

Wheelhouse Advisory Group first reported a position in BND in Q2 2024 and has held it in 9 quarters since. 1,289 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Wheelhouse Advisory Group held 33,649 shares of Vanguard Total Bond Market worth $2.47M as of Q2 2026.
  • Wheelhouse Advisory Group bought 4,332 Vanguard Total Bond Market shares in Q2 2026, an estimated $318K.
  • Vanguard Total Bond Market made up 0.7% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Wheelhouse Advisory Group first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 9 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.